Sunday Setup
Sunday Setup: week-2 heat holds
Bias: Mildly bullishModels agreement: Mixed
Change: GEFS moves closer to EPS up front; week-2 heat still intact around Jul 26-29
Thursday’s storage print came in lighter than expected at 41B vs 45B, and Friday’s small rebound looked like a mix of factors: less injection, higher projected LNG feedgas, hot weather and geopolitical noise. On the Sunday 00Z weather side, the bigger near-term change is models…
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